Nestled within the firm’s Private Banking Hub at 433 N Camden Drive, the team’s advice to clients encompasses a deep dive into their financial goals and personal values. Their mission; to create a comprehensive roadmap and make a lasting impact to their families and communities.
Their approach to money management brings an institutional and reliable methodology to the financial heart of Beverly Hills, where the two advisors provide tailor-made solutions to a who´s who of power players across diverse industries. They accomplish this by working with top-tier, third party investment managers on Wall Street who have strived to outperform their benchmarks, with less risk. They believe this is how sophisticated institutions and endowments invest their money. The dynamic team adopts this approach for their clients.
Bernard Suissa
Bernard Suissa is a Senior Financial Advisor, Senior Vice President-Investments and PIM Portfolio Manager at Wells Fargo Advisors. He believes in thoroughly educating clients, with the purpose of creating different investment pathways to financial success.
Ramin Abrams
For Ramin Abrams, who is also a Juilliard trained classical musician and avid marathon runner, the key is personalized service:
“We know money is the most difficult thing for people to let go of. We respect this and use it as the basis for financial management. No investor knows his true tolerance for risk unless they have experienced a downturn and know what it is like to lose hard-earned money. Making money is the easiest facet of the relationship…it’s navigating through the ups and downs of the lives of our clients which really win us a seat at the family’s “dinner table” – he states.
What truly brings the personal touch to this team is their dedication to their community, providing personal support, and holding senior leadership on the boards of various local charities.
Both men volunteer their time and financially support charities like: Children’s Hospital Los Angeles, UCLA Institute of the Environment and Sustainability, UCLA Jonsson Cancer Center, Chai Lifeline, United Hatzallah, the National Kidney Foundation, Stamford Domestic Violence Center, and Friends of Magen David Adom – Israel´s blood bank and emergency response.
Bernard Suissa who serves as Chairman of the Board of San Judas Community Clinic, is helping it navigate from a medical clinic to a non-profit community clinic, and Ramin Abrams sits on the Board of Directors of the Harmony Project which provides free music instruction and musical instruments to children in underserved areas of Los Angeles.
These two experienced financial advisors firmly believe in making a difference in the world one client at a time. The multi-generational team brings a valuable dynamic to family finances, impressing upon them the importance of charity, legacy, and financial literacy for the next generations.
Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.